DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,499,279 | +1.9% | 104,768 | +6.4% | 0.04% | +24.1% |
| Q2 2023 | $5,395,321 | +1.4% | 98,455 | -2.5% | 0.03% | -3.3% |
| Q1 2023 | $5,323,383 | +2.6% | 101,013 | -0.4% | 0.03% | +3.4% |
| Q4 2022 | $5,189,018 | +9.6% | 101,447 | -0.3% | 0.03% | +3.6% |
| Q3 2022 | $4,734,000 | -3.8% | 101,757 | -0.8% | 0.03% | +3.7% |
| Q2 2022 | $4,923,000 | -13.7% | 102,558 | +0.7% | 0.03% | -3.6% |
| Q1 2022 | $5,707,000 | -3.7% | 101,796 | +3.0% | 0.03% | +3.7% |
| Q4 2021 | $5,929,000 | +1.2% | 98,833 | -3.0% | 0.03% | -6.9% |
| Q3 2021 | $5,857,000 | -8.4% | 101,857 | -6.9% | 0.03% | -9.4% |
| Q2 2021 | $6,392,000 | – | 109,453 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,815,352 | $348,605 | 24.51% |
| DIXON FNANCIAL SERVICES, INC. | 610,346 | $31,219,192 | 22.06% |
| RESOURCE CONSULTING GROUP INC | 1,438,301 | $73,569,076 | 19.23% |
| Heritage Wealth Management, Inc./Texas | 254,357 | $13,010,092 | 13.20% |
| TCI Wealth Advisors, Inc. | 1,829,474 | $93,577,597 | 12.95% |
| Disciplined Equity Management, Inc. | 269,002 | $13,759 | 12.17% |
| M Financial Asset Management, Inc. | 63,027 | $3,237 | 11.82% |
| ML & R WEALTH MANAGEMENT LLC | 666,100 | $34,071,022 | 10.18% |
| Stordahl Capital Management, Inc. | 574,717 | $29,396,790 | 9.63% |
| Alpha Financial Advisors, LLC | 210,667 | $10,775,614 | 9.36% |